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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,354 | $160,070-78.5% | $147,117-76.6% | $145,897-76.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.36% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $5,710 | $5,285+8.1% | $4,932+15.8% | $4,663+22.5% |
| Participant deferral / active EE | $228 | $8,419-97.3% | $8,065-97.2% | $6,689-96.6% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |